08/05/02 19:47:37 0
報道によると、PCベンダーからの大量発注でインテル社はAtomプロセッサを供給仕切れないとの
ことだが、Asustek社のJerry Shen社長は「品薄は今年9月まで続きそうだ」と述べた。
インテル社はこの品薄報道については肯定せず、「予想される注文に見合うよう45nmを増産
中だ」と付け加えた。（下記ソースより抜粋意訳）
＜Atom shortages expected to persist until September, says Asustek president＞
URLﾘﾝｸ(www.digitimes.com)
The high volume of Atom processor orders from PC vendors has, according to
industry reports, left Intel unable to meet demand. Asustek Computer president
Jerry Shen recently said he expects the shortages will persist until September this year.
Intel has declined to confirm the reported shortages, adding that it is ramping
its 45nm production to meet anticipated demand.
Asustek will launch an Atom-based 8.9-inch Eee PC in June which will coexist with
the current Celeron M-based Eee PC 900 during the shortage, said Shen.
The company may also raise its Eee PC shipments goal of five million units in July, noted Shen.
The company expects 8.9-inch Eee PC shipments to surpass those of 7-inch
models by the late May. In the third quarter, the proportion of 7-inch models
to overall Eee PC shipments will drop below 30%. However, although the 8.9-inch
model contributes a better gross margin, overall gross margins have slid slightly.
Due to the Atom processor shortage, Intel is expected to give priority to major
vendors first while increasing the processor's price in 1000-unit tray quantities,
according to sources at PC vendors. However, since competition in June will
be high, vendors will need to absorb the extra cost themselves.